Episode Details
Back to EpisodesEpisode 189: Existential Questions About Economy Worship, Ray Dalio and China, And Risk Parity Chronicles
Season 2
Episode 189
Published 3 years, 5 months ago
Description
In this episode we answer emails from MyContactInfo, Rob and Justin. We discuss a paper about GDP and the problems with using it to predict stock market returns, why China may never overtake the U.S. and ascend to reserve currency status and a most excellent rebalancing resource you can find at the Risk Parity Chronicles website and blog.
Links:
Economic Growth and Equity Returns Paper: Microsoft Word - EconGrowth.doc (ssrn.com)
GDP Article: Gross domestic product - Wikipedia
Risk Parity Chronicles Rebalancing Resource: Version 1.1 of the Simple Portfolio Rebalancing Spreadsheet (riskparitychronicles.com)